FYW
Future You Wealth Portfolio holdings
AUM $156M
This Quarter Return
-1.72%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
+$14.9M (+11%)
Cap. Flow
+$17.9M
Cap. Flow % of AUM
11.49%
Top 10 Holdings %Top 10 Hldgs %
82.17%
Holding
50
New
3
Increased
20
Reduced
13
Closed
4
Top Buys
| 1 | $5.64M | |
| 2 | $4.46M | |
| 3 | $2.96M | |
| 4 | $2.64M | |
| 5 | $924K |
Top Sells
| 1 | $1.22M | |
| 2 | $365K | |
| 3 | $313K | |
| 4 | $261K | |
| 5 | $245K |
Sector Composition
| 1 | Technology | 2.91% |
| 2 | Communication Services | 1.32% |
| 3 | Consumer Discretionary | 1.03% |
| 4 | Financials | 0.4% |
| 5 | Industrials | 0.21% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $690K | 0.44% | 11,520 | – | – | |||
| $669K | 0.43% | +11,471 | New | +$669K | |||
| $627K | 0.4% | 15,216 | – | – | |||
| $562K | 0.36% | 1,097 +115 | +12% | +$58.9K | |||
| $546K | 0.35% | 5,041 -1,574 | -24% | -$171K | |||
| $463K | 0.3% | 2,340 -40 | -2% | -$7.92K | |||
| $443K | 0.28% | 4,241 +1,769 | +72% | +$185K | |||
| $392K | 0.25% | 3,719 -1,712 | -32% | -$181K | |||
| $389K | 0.25% | 1,587 -28 | -2% | -$6.87K | |||
| $379K | 0.24% | 3,109 +1,320 | +74% | +$161K | |||
| $348K | 0.22% | 7,437 +66 | +0.9% | +$3.09K | |||
| $336K | 0.21% | 6,656 | – | – | |||
| $332K | 0.21% | 12,683 | – | – | |||
| $279K | 0.18% | 774 | – | – | |||
| $257K | 0.16% | 1,509 -87 | -5% | -$14.8K | |||
| $248K | 0.16% | 1,605 -3 | -0.2% | -$464 | |||
| $243K | 0.16% | 1,293 | – | – | |||
| $235K | 0.15% | +671 | New | +$235K | |||
| $232K | 0.15% | 3,900 | – | – | |||
| $228K | 0.15% | 3,014 +36 | +1% | +$2.72K | |||
| $210K | 0.13% | +447 | New | +$210K | |||
| – | – | -666 | Closed | -$223K | |||
| – | – | -2,764 | Closed | -$242K | |||
| – | – | -2,462 | Closed | -$245K | |||
| – | – | -647 | Closed | -$261K |
